Atria Wealth Solutions, Inc. Schwab Intermediate Term Us Tr Transaction History
Atria Wealth Solutions, Inc.
- $8.63 Billion
- Q1 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,934 shares of SCHR stock, worth $486,169. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,934
Previous 24,167
58.89%
Holding current value
$486,169
Previous $1.2 Million
59.45%
% of portfolio
0.01%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding SCHR
# of Institutions
381Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.97 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$569 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$213 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$176 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio